Institutional Ownership Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD). We have compiled data on the 1,795 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
27,822
shares
|
$5.38 Million
0.29% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
27,670
shares
|
$5.35 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
27,600
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
27,522
shares
|
$5.32 Million
0.14% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
27,502
shares
|
$5.31 Million
0.33% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
27,473
shares
|
$5.31 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
27,377
shares
|
$5.29 Million
0.8% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,376
shares
|
$5.29 Million
0.35% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
27,316
shares
|
$5.28 Million
0.59% of portfolio
|
Q3 2022
Reduced 23.02%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
27,307
shares
|
$5.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 33.98%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,263
shares
|
$5.27 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
27,114
shares
|
$5.24 Million
0.36% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,730
shares
|
$5.16 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,647
shares
|
$5.15 Million
1.59% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
26,570
shares
|
$5.13 Million
3.26% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,533
shares
|
$5.13 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
26,318
shares
|
$5.09 Million
3.04% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
26,218
shares
|
$5.07 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,180
shares
|
$5.06 Million
2.87% of portfolio
|
Q3 2024
Added 47.1%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
26,124
shares
|
$5.05 Million
0.54% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
26,098
shares
|
$5.04 Million
0.11% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
25,966
shares
|
$5.02 Million
0.58% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
25,555
shares
|
$4.94 Million
2.09% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
25,541
shares
|
$4.94 Million
0.17% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
25,423
shares
|
$4.91 Million
3.39% of portfolio
|
Q4 2024
Reduced 1.43%
|